IALT vs SOXX

AIALT

BSOXX

Measures won0–2SOXX wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common1.8%IALT and SOXX

IALT

SOXX

iShares Systematic Alternatives Active ETF · $7.8BiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $29,015+42.6%

[…]5 years · per year[…] · $28,442+23.3%

0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%

0.39%12-mo yield$39 · $71 on $10k0.71%

[…]Worst dropSmaller wins−39.5%

[…]VolatilityLower wins49.8%

0–2SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIALT · SOXX

0.3%KLAC3.9%

0.3%MCHP2.1%

0.2%NXPI4.7%

0.2%LRCX3.3%

Held in common1.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IALT vs SOXX

IALT

iShares Systematic Alternatives Active

[…]

SOXX

iShares Semiconductor

$28,442

MeasureIALTSOXX

Fee0.99%0.33%

Cost on $10k a year$99$33

Yield0.39%0.71%

5 years, per year[…]+23.3%

3 years, per year[…]+42.6%

Worst drop · 1Y[…]−39.5%

Volatility · 1Y[…]49.8%

2–0measures won
SOXX first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IALT, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

IALTSOXXSMH

IALT—1.8%1.8%

SOXX1.8%—69.6%

SMH1.8%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee